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Michael Kesselman
@mek
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WFF’s current portfolio is stable and growing
Assumptions: TDPs and velocities are stable/growing, WFF brands are strong performers
How important is this?: Very Important
How confident are you?: Strongly Agree
WFF’s current portfolio is stable and growing
Assumptions: TDPs and velocities are stable/growing, WFF brands are strong performers
How important is this?: Very Important
How confident are you?: No Opinion / Unsure
WFF’s current portfolio is stable and growing
Assumptions: TDPs and velocities are stable/growing, WFF brands are strong performers
How important is this?: Very Important
How confident are you?: Agree
WFF’s current portfolio is stable and growing
Assumptions: WFF brands are strong performers, TDPs and velocities are stable/growing
How important is this?: Very Important
How confident are you?: Agree
Rationale: Bonne Maman is gaining share in all outlets
Kentucky
WFF’s current portfolio is stable and growing
Assumptions: TDPs and velocities are stable/growing, Brands are safe on the shelf, WFF brands are strong performers
How important is this?: Very Important
How confident are you?: Strongly Agree
WFF’s current portfolio is stable and growing
Assumptions: TDPs and velocities are stable/growing, WFF brands are strong performers
How important is this?: Very Important
How confident are you?: No Opinion / Unsure
WFF’s current portfolio is stable and growing
Assumptions: Brands are safe on the shelf, TDPs and velocities are stable/growing
How important is this?: Not Important
How confident are you?: Agree
WFF’s core capabilities can significantly accelerate growth of CPG brands
Assumptions: WFF is well positioned, Meaningful top / bottom line synergies
How important is this?: Very Important
How confident are you?: Agree
Opportunities exist to rationalize the current portfolio while preserving scale and profitability
Assumptions: margin expansion is possible, EBITDA will increase
How important is this?: Not Important
How confident are you?: Agree
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